integrated development plan/budget and ......integrated development plan/budget and performance...

MANDENI LOCAL MUNICIPALITY

INTEGRATED DEVELOPMENT PLAN/BUDGET AND

PERFORMANCE MANAGEMENT SYSTEM REVIEW

PROCESS PLAN 2018/2019

AUGUST 2017

Mandeni IDP/Budget/PMS Process Plan 2018-2019 1

CONTENTS

SECTION 1 : INTRODUCTION ………………………………………………. 3 1.1 The Integrated Development Planning Review Process

1.2 Preparing for the IDP Review / Compilation

1.3 Legal Context SECTION 2 : ORGANISATIONAL ARRANGEMENTS ……………………………. 4 2.1 IDP MANAGER:

Functions of the IDP Manager Terms of Reference of the IDP Manager

2.2 IDP Steering and Technical Committees Terms of Reference of the IDP Steering and Technical Committees Composition of the IDP Steering and Technical Committees

2.3 IDP Representative Forum Terms of Reference of the IDP Representative Forum Composition of the IDP Representative Forum:

2.4 ILembe District Municipality IDP Steering Committee Terms of Reference of the ILembe District Municipality’s IDP Steering Committee

SECTION 3 : ALLOCATION OF ROLES AND RESPONSIBILITIES …………… 7 3.1 Role-Players in the Process 3.2 Roles and Responsibilities

SECTION 4 : MECHANISMS FOR PUBLIC PARTICIPATION …………………..… 10 The Public Participation Context. Key Public Participation tools:

4.1 Newspaper Adverts and Notices 4.2 Municipal Website 4.3 Municipal Notice Boards 4.4 IDP Outreach Programme 4.5. IDP Representative Forum 4.6 Ward Committees and Community Development workers 4.7. Brochures and Flyers

SECTION 5 : ALIGNMENT OF THE IDP, BUDGET & MUNICPAL PERFORMANCE MANAGEMENT PROCESSES …………………. 12

5.1 IDP, Budget and PMS Linkages 5.2 Relative Process Flow 5.3 SECTION 6 : ALIGNMENT MECHANISMS …………………………………….. 13 6.1 Role-players

Horizontal Alignment Vertical Alignment.


SECTION 7 : BINDING LEGISLATION AND PLANNING REQUIREMENTS ….. 14 7.1 Legislation 7.2 Policies

SECTION 8 : ACTION PROGRAMME AND TIME FRAMES …………………… 15 8.1 Mandeni Local Municipality Action Plan 8.2 Cost Estimates LIST OF ABBREVIATIONS AG - Auditor General DCOGTA - Department of Co-operative Governance & Traditional Affairs EXCO - Executive Committee GIS - Geographical Information System IDP Integrated Development Plan IRSDP - iLembe Regional Spatial Development Plan KZN - KwaZulu-Natal MEC Member of the Executive Council MFMA Municipal Finance Management Act, No. 56 of 2003 MIG Municipal Infrastructure Grant MTEF Medium Term Expenditure Framework MSA - Municipal Systems Act, No. 32 of 2000NT NT - National Treasury NDP National Development Plan OPMS - Organisational Performance Management System PAC - Performance Audit Committee PGDS - Provincial Growth and Development Strategy PMAC - Performance Management Audit Committee RF - Representative Forum SDF - Spatial Development Framework SDBIP - Service Delivery and Budget Implementation Plan


SECTION 1 : INTRODUCTION The Municipal Systems Act 32 of 2000 (MSA) regulates the preparation of a Process Plan to ensure compliance with certain minimum quality standards of the IDP process and that proper coordination between and within spheres of government occurs within this process. This process plan will therefore serve as a guide for preparing the new 5 year IDP that will be adopted by Council in 2017.

1.1 The Integrated Development Planning Process The Integrated Development Planning process is a continuous cycle of planning, implementation, formulation and review. All municipalities are expected to formulate their Integrated Development Plans (IDP) and be reviewed annually (financial year). The Mandeni Local Municipality is now engaging in the 2018-2019 IDP development Process. The IDP implementation programme is monitored to identify if the Organizational objectives, Key Performance Indicators and Targets are being achieved. Monitoring also involves gathering of information on changing circumstances in different situations such as:

Baseline data and demographics,

New policy legislation,

Corporate development,

Sector departments,

New investments opportunities,

Sector development plans,

Changes in the existing situation due to unexpected events such as natural disasters,

Input from stakeholder organizations and constituencies,

Budget information from other spheres of government as well as municipal budget review process,

More or improved in-depth information about new developments and trends. This kind of information is normally kept by the Municipal Manager or designated official throughout the year and is evaluated during the IDP review process of its relevance to the review process.

1.2 Preparing for the IDP Compilation As mentioned above, the Municipal Systems Act requires that each municipality, before the drafting of the IDP, prepare a process plan indicating:

The Roles and Responsibilities and responsible persons in the IDP process.

A description of the organizational arrangements to be established including their terms of reference.

An action programme with activities and horizontal alignment, binding legislation and planning requirements and the cost estimates for the whole IDP Development process.

Mechanisms and procedures for public participation.


This Process plan therefore indicates the above components and further unpacks them in the body of this document.

1.3 Legal Context

The preparation of an IDP Process Plan for the annual review is referred to in Chapter 5, Section 28 of the Municipal Systems Act, Act 32 of 2000 as follows:

Adoption of a process-

(1) Each municipal council, within a prescribed period after the start of its elected term, must adopt a process set out in writing to guide the planning, drafting and adoption and review of its integrated development plan.

(2) The municipality must through appropriate mechanisms, processes and procedures established in terms of Chapter 4, consult the local community before adopting the process

(3) A municipality must give notice to the local community of particulars of the process it intend to follow.

In order to ensure certain minimum quality standards of the IDP Review process, and a proper coordination between and within spheres of government, the preparation of the Process Plan has been regulated in the MSA. The preparation of a Process Plan, which is in essence the IDP Review Process set in writing, requires adoption by Council. This plan has to include the following:

A programme specifying the time frames for the different planning steps; Appropriate mechanisms, processes and procedures for consultation and

participation of local communities, organs of state, traditional authorities, and other role players in the IDP drafting process;

An indication of the organisational arrangements for the IDP process;

Binding plans and planning requirements, i.e. policy and legislation; and Mechanisms

and procedures for vertical and horizontal alignment. The alignment of IDP and preparation of Annual Budget is regulated in terms of Chapter 4 Section 21 of Municipal Finance Management Act 56 of 2003; therefore it’s very crucial that the IDP and Budget are linked as per the legislative requirement.

SECTION 2 : ORGANISATIONAL ARRANGEMENT 2.1 The IDP Technical Committee


The IDP Technical Committee is established during the IDP process and it must continue performing its functions during the IDP review process. It is a technical working group made up of senior officials and relevant officials to support the IDP Manager and ensure a smooth review process. The IDP Manager can delegate functions to the Committee members. The Municipal Manager shall chair the IDP Steering Committee and the secretarial duties performed by the municipal officials of Mandeni Local Municipality.

Terms of Reference for the Mandeni IDP Technical Committee:

- To act as a secretariat for the IDP Representative Forum - To ensure alignment at a district and local level, - To support the IDP Manager - To support and advise the IDP Representative Forum on technical issues, - To make content recommendations, - To prepare, facilitate and document meetings, - To commission relevant and appropriate research studies during the IDP process, - To consider and comment on the inputs the consultants, study teams, task

departments and service providers, - Processing, summarising and documentation of project outputs, - To ensure all stakeholders are included in the IDP Representative Forum

Composition of the IDP Technical Committee and IDP Steering Committee: The IDP Technical Committee is composed of the following:

Chairperson : Municipal Manager / IDP Manager Secretariat : Municipal Officials Members:

Mr. S G Khuzwayo Acting Municipal

Manager

Municipal Manager’s Office

Mr. S.G. Khuzwayo Director Economic

Development,

Planning and Human

Settlements

Economic Development, Planning and

Human Settlements

Mr. N.R. Hlongwa CFO Finance

Ms. Z. Mngadi Director Corporate

Services

Corporate Services

Mr. R. Sewdular

Director Technical

Services

Technical Services


Mr Z. W Mcineka Director community

services and Public

Safety

Community services and Public Safety

Mr. N Mhlungu Manager

Administration

Corporate Services

Mr. M Dlamini Manager Community

Services

Community Services

Mr. D Mkhize Manager Public

Safety

Public Safety

Ms. N Zungu Manager OPMS ,

Monitoring AND

Evaluation and

Reporting

Office of the Municipal Manager

Ms. P. Z. Sibisi Manager Local

Economic

Development

Economic Development and Planning

Mr. T Mjuza Senior Planner : Economic Development, Planning and

Human Settlements.

Ms. N Phiri Development

Planning

Administrator

Economic Development, Planning and

Human Settlements

Mr. Y Owusu Manager: IT Corporate Services

Mr T Mthembu Manager: Housing Economic Development, Planning and

Human Settlements

Mr. M Mthembu Manager : Special

Programmes

Office of the Municipal Manager

Mrs. N. Ngwane Manager: Civil and

Operations.

Technical Services

Ms. B Zondo Manager: HR and

Employee Relations

Corporate Services

Ms. M Guzana Manager: Budget Finance


Mr. V Devan GIS Administrator Economic Development, Planning and

Human Settlements

The IDP Steering Committee has no decision-making powers, but act as an advisory body to the IDP Technical Committee and further act as a link between the IDP technical Committee and the Community Based Groups via the Ward Committees. The IDP Steering Committee is comprised of the following members:

Hon. Mayor Cllr S.B Zulu Office of the Mayor

Deputy Mayor Cllr. P Sishi Office of the Mayor

Speaker Cllr M. P Zungu Office of the Speaker

Cllr. X Mdletshe EXCO MEMBERS

Cllr. NF Ntuli

Cllr LR Mdletshe

Cllr Mdunge

Cllr M Shelembe

The IDP Steering committee shall convene as and when required under the direction of the Municipal Manager to engage in IDP processes occurring during the review and to further give representations and recommendations when deemed necessary. 2.2 . The IDP Representative Forum This is the structure which institutionalises and ensures a participatory IDP review process. It represents the interests of the constituents of the municipality in the review process. It is envisaged that all organisations, stakeholders or interest groups are represented in the forum.

Terms of Reference for the IDP Representative Forum: - To monitor performance and implementation of the IDP, - To ensure alignment takes place at the various levels, - To represent the interest of the constituents in the IDP process, - To provide input on new strategies and discuss changes to circumstances, - To provide a forum and a mechanism for discussion, debate and agreement on

development planning and progress on the IDP implementation, - To ensure communication between all the stakeholders in the IDP process.

Composition of the IDP Representative Forum: Chairperson : The Mayor (Cllr. SB Zulu) Secretariat : Mandeni IDP Technical Committee Members : All Municipal Councillors : The Executive Committee : Councillors and Officials from ILembe District : Municipal Manager and Municipal Officials : Traditional Leaders within Mandeni Local Municipality : Ward Committees Representatives


: Community Development Workers (CDWs) : Parastals and Service Providers : NGOs : Sector Departments : Neighbouring Municipalities : Farmers Associations : Ithala Estate ,Spar, BAC, SAPPI etc. The IDP Representative Forum will meet according to the action programme and as when there is a need. 2.3 . ILembe District Municipality IDP Steering Committee ILembe District Municipality has established a District Planners Forum that will ensure co-ordination of the IDP Review processes of the district and the local municipalities. Membership of this committee must include all the Local Municipalities and the District’s Municipal Managers, IDP Managers and Planners, representatives from the DCOGTA and targeted service providers within ILembe District Municipality. The ILembe IDP Manager chairs the Forum.

Terms of Reference of the ILembe District Planners Forum: - To ensure horizontal and vertical alignment between Local Municipalities and the

District Municipality, - To co-ordinate the overall IDP process in terms of the agreed framework, - To monitor the IDP reviews programme and decide on amendments (if necessary). - To act as “clearing house” for issues that arises during IDP review process, and a

forum for sharing information and experience.

SECTION 3 : ALLOCATION OF ROLES AND RESPONSIBILITIES 3.1 Role-Players in the Process The involvement and participation of the following role-players will be crucial to the accomplishment of a participatory IDP process. The internal and external role players in the Mandeni IDP Process are the following: 3.1.1 Internal Role Players

Municipal Council

Executive Committee

All Municipal Councillors

The Mayor

The Municipal Officials

Municipal Manager / Director: EDPHS

The IDP Technical Committee


3.1.2 External Role Players

IDP Representative Forum

District IDP Steering Committee

Traditional Councils

Ward Committees

Sector Departments

Neighbouring Provinces

Organised business structures

NGOs and CBOs

Local Farmers Association

Organised Farm-workers structures 3.2 Roles and Responsibilities

Mandeni Municipal Council Mandeni Municipal Council is responsible for the following:

- Adoption of the IDP Process Plan - Adoption and approval of the IDP, - Amendment of the IDP

in accordance with the comments by sector departments and MEC, - Approval of the various review phases, - Ensuring that the IDP is linked to the PMS and Municipal Budget

The Executive Committee: The Executive Committee has the following responsibilities:

- Recommend to Council the adoption of the IDP Process Plan and IDP. - Overall management of the IDP Review process, - Monitoring the IDP implementation process

The Municipal Manager / IDP Manager The MM / IDP Manager is assigned the following responsibilities: - Management and Co-ordination of the IDP process - Ensure that there’s vertical and horizontal alignment, - Ensuring all stakeholders are informed of the process and their involvement, - Create a conducive environment for public participation,

IDP Technical Committee The IDP technical Committee is assigned the following responsibilities:

- Ensuring the gathering and collating of information while the IDP implementation is proceeding,

- Support the IDP Manager in the management and co-ordination of the IDP, - Discussion of input and information for the IDP review, - Ensuring the monitoring and evaluation of the gathered information, - Attending to MEC’s comments


IDP Representative Forum The IDP Representative Forum is assigned the following responsibilities:

- Recommend reports for approval / adoption, - Representing interests of the constituents, - Present a forum for communication and participation for all stakeholders, - Monitoring the IDP process.

ILembe District Planners Forum

The ILembe District Municipality forms a district-wide Planners Forum for the purpose of alignment with all the local municipalities within the district:

Municipal Officials

The municipal officials are responsible for the implementation of the IDP and in the process gather information on any changes in the circumstances. They have to provide budgetary information and any information on the performance evaluation. They provide technical expertise during the planning process. Municipal Officials also interact with the Ward Councillors and Ward Committees and provide guidance and advice that is crucial during the IDP process.

Ward Committees

The Ward Committees have a crucial role of identifying the needs and service delivery gaps in the community and report to the Ward Councillor.

Sector Departments The Sector Departments have the following responsibilities:

- Assist in the IDP formulation and review process, - Provide budget information and sector plans, - Provide data and information, - Ensure programme and project alignment between the municipality and

province, - Ensure budgetary alignment between provincial programmes and projects and

the municipality’s IDP.

Ward Councillors Ward Councillors are an important link between the municipality and the constituents. They are the first to know of any community needs or service delivery gaps. The Councillors will be responsible for forwarding this information to the municipal officials. They are also responsible for organizing community meetings and ensuring maximum participation of residents in the IDP review process.

Traditional Councils The Traditional Councils will work as a link between the community and Ward Councillors and matters of service delivery and needs of the people. Assist in


giving information with regard to land rights and possible available areas for future development.

SECTION 4 : MECHANISM FOR PUBLIC PARTICIPATION

The Public Participation Context Chapter 4 of the Municipal Systems Act, Act 32 of 2000 as amended states that a Municipality must encourage and create conducive conditions for the local community and all interested stakeholders to participate freely in the affairs of the municipality, which by virtue includes the preparation, implementation and review of its Integrated Development Plan. To this end, the Mandeni municipality continues to be committed to a participatory process of in the IDP development and IDP review process by ensuring that it creates ample opportunities whereby the community will receive a fair opportunity of playing a meaningful role during the development of this IDP.

There are four major functions that can be aligned with the public participation process namely:

Needs identification;

Identification of appropriateness of proposed solutions;

Community ownership and buy-in; and

Empowerment. The following public participation tools and mechanisms will be utilised by the Municipality during this IDP development Process:

4.1. Newspaper adverts and Notices

Local and Regional newspapers will be used to inform the local community and stakeholders on the progress towards the development of the and furthermore, this form of print media will be used as a primary medium of communication for communicating important meetings relating to the IDP Process, that is the dates of council meetings, the dates for the sitting of IDP fora and any other IDP Public meetings.

4.2 Municipal Website

The Mandeni Municipality Website will also be utilized to communicate and inform the community on various activities and public engagements. Copies of the IDP and Budget will be placed on the website for people and service providers to download.

4.3 Municipal Notice Board

The Municipal Notice Board will be used to inform stakeholders of critical IDP meetings.

4.4 IDP Outreach Programme

The Mandeni Municipality will be conducting intensive IDP Outreach programmes not only to publicize the IDP and Budget but also to solicit community inputs on the


IDP-

Overall Strategy

documents and most importantly to get their buy in before Council adoption. The IDP Outreach programs will take the form of various meetings at ward level where the council will also get an opportunity to report on progress made in meeting the community needs and also use this opportunity to empower these communities with information to better their lives and create exposure to various opportunities. The venues for these meetings will be publicized at the IDPRF as well as through the various forms of media.

4.5 IDP Representative Forum (IDPRF) This forum will represent all stakeholders and will be as inclusive as possible. Efforts will be made to bring additional organizations into the IDPRF and ensure their continued participation throughout the process.

4.6 Ward Committees and Community Development Workers

As formal structures established in terms of the Municipal Structures Act, the Ward Committees and Ward Councillors will be used as a link between the Municipality and Communities, to obtain information and any other information with regards to the progress of the implementation of IDP.

4.7 Information Sheet/ Brochures/ Pamphlets

At the completion of each of the Sector Plans, as well as the IDP Review, an information sheet will be prepared in the two dominant languages, namely isiZulu and English. The members of the Representative Forum, Officials and Councilors will be given copies of these information booklets and will assist in the distribution of the booklets. Ward Committees will also be used to explain and to distribute information that needs to get to the public.

SECTION 5: ALIGNMENT OF THE IDP, BUDGET & MUNICPAL PERFORMANCE MANAGEMENT PROCESSES

Progress has been made with the process of aligning the IDP, Budget and the Organisational

Performance Management System. Every effort will be made in this financial year to improve the

integration of these three processes to an even greater extent through the 2018/19

IDP/BUDGET/PMS Process Plan. It should, however, be noted that the Organisational PMS

specifically also requires its own in-depth process comparable to that of the IDP. Such an

Organisational PMS process is strongly linked to and guided by the IDP process. The Budgetary

Process will address the various budget requirements and focus areas identified through self-

assessment, i.e. compliance issues. The spotlight is on the alignment of the Budget to the IDP,

OPMS and SDBIP. Every attempt will be made in this Municipal Plan to align the IDP and

Budget preparation process, and the Performance Management System (PMS). The

linkages of the three processes are summarised in the following diagram.


Figure 1: The IDP, Budget and PMS Linkages

SECTION 6 : ALIGNMENT MECHANISM 6.1. Vertical Alignment

a. National Government Departments Mandeni Local Municipality will endeavour to align the IDP process with relevant National legislations, Policies, Programmes

b. Provincial Government Departments Alignment between Mandeni Local municipality and the Provincial Government will occur and be reinforced at the IDP Representative Forum. During this process, we will be able to integrate the plans, programmes and budgets of the Provincial Government Departments into the Mandeni Local Municipal IDP.

6.2 . Horizontal Alignment

In terms of Chapter 5 and Section 26 of the Municipal Systems Act (2000), Districts are required to prepare and adopt a Framework Plan which indicates how the District and Local Municipalities will align their IDP’s. The Framework Plan provides the linkage and binding relationships to be established between the district and local municipalities, and in doing so, proper consultation, coordination and alignment of the review process of the district municipality and various local municipalities can be maintained. Therefore, alignment at this level will be co-ordinated at the ILembe District Municipality’s Planners Forum. The main function of the forum is to monitor progress in the various planning processes and to ensure alignment between the district and the local municipality in terms of the framework plan. A series of alignment meetings will be held between the ILembe District Municipality and its Local Municipalities. Section 26 (e) of the Local Government: Municipal Systems Act, No. 32 of 2000 (hereinafter the MSA) stipulates that all municipalities are required to compile Spatial Development Frameworks (hereinafter “SDFs”) as an essential aspect of their Integrated Development Plans (hereafter “IDPs”). The Mandeni Local Municipality has reviewed and adopted its Spatial Development Framework within the previous financial year and

IDP

1

Budget

2

PMS

3


this SDF will guide the Municipality in its spatial development.

6.3 Alignment at Local Level The Municipal Manager / IDP &Planning Manager with the support of the IDP Steering and Technical Committees will ensure that all the role-players are performing their duties. Performance in terms of expected roles and responsibilities will be monitored by the Technical/Steering Committee members and corrective measures be taken should there be unsatisfactory performance. There must be cross boundary alignment with other local municipalities such as KwaDukuza, Ndwedwe and Maphumulo municipalities. Currently, Cross boarder alignment is being achieved through the various ILembe District Planners forums within which Mandeni Municipality actively participates

6.4 Alignment with Service Providers

Alignment with Service Providers is very essential in order to ensure that the DM and LM’s priorities can be reflected in Service Providers’ project prioritization process, as well as to ensure that their projects can be reflected in the IDP documentations.

SECTION 7 : BINDING LEGISLATION AND PLANNING REQUIREMENTS

The IDP process should proceed within the context of all applicable legislation, policies and development planning requirements. The impact of the pieces of legislation on the IDP must be taken into account. 7.1 Legislation:

The Constitution of the Republic of South Africa (Act No. 108 of 1996)

Municipal Structures Act, 1998 (Act No. 117 of 1998)

Municipal Structures Amendment Act, 2000 (Act No. 33 of 2000)

KwaZulu Natal Planning and Development Act, 2008 (Act No. 6 of 2008)

Local Government Transitional Act

Municipal Finance Management Act

Municipal Property Rates Act

Local Authorities Ordinance

Development Facilitation Act, 1995 (Act No. 67 of 1995)

Town Planning and Township Ordinance 1949 as amended

Water Services Act, 1997 (Act No. 108 of 1997)

National Environmental Management Act, 1998 (Act No. of 1998)

Ingonyama Trust Act, 1994 (Act No. 3 of 1994)

National Land Transport Transition Act, (Act No. 22 of 2000)

National Housing Act, 1997 (Act No. 107 of 1997)

Ingonyama Trust Amendment Act, 1997 (Act No. 9 of 1997)

Kwazulu-Natal Provincial Roads Act

Disaster Management Act


Division of Revenue Act of 2001

Planning and Development Act, 2008 (Act No. 6 of 2008)

Spatial Planning and Land Use Management Act ,2013 7.2 Policies and Strategies

Urban Renewal Programme (URP)

National Development Plan 2030

Reconstruction and Development Programme

African Peer Review Mechanism (APRM)

Health Planning Policies

Environmental Planning Policies

Integrated Sustainable Rural Development Strategy (ISRDP)

Environmental Health Policies

Local Agenda 21

Provincial Growth and Development Strategy

Back to Basics Programme/Concept to be referenced accordingly in the IDP.

District Growth and Development Plan

Ilembe Regional Spatial Development Plan

SECTION 8 : ACTION PROGRAMME AND TIMEFRAMES

8.1 MANDENI LOCAL MUNICIPALITY ACTION PLAN

Figure 3: IDP, Budget preparation and PMS Action Plan

Activity

No.

Activity/Task Time Frame Responsibility Estimated

Cost

Phase 1: (Information Gathering-Situational Analysis

IDP BUDGET PMS DATES

1. IDP/BUDGET/PMS

Technical Committee

Meeting to discuss

Draft Process Plan

Tabling of 2018/2019

MTREF IDP and

Budget time schedule

to the Mayor for

approval

Implementation

and Monitoring of

approved SDBIP

2017/18 (In year

financial reporting)

3 July 2017 IDP/BUDGET/P

MS Technical

Committee

Nil in-house

2. Kick-start IDP

Process

Submission of

Annual

Performance

Report by end of

July.

08 August 2017 IDP

Manager/PMS

Manager

Nil in-house

3. Tabling of 2018/2019

MTREF IDP and

Budget time scheduled

to the Mayor for

approval

31 August 2017 Acting Municipal

Manager

Nil

4. Advertisement of time

schedule on website,

local newspaper and

notice boards

05 September

2017

Acting Municipal

Manager


5. Tabling of IDP

Process Plan to

EXCO

7 September

2017

IDP Manager/

Municipal

Manager Exco

-

6. Public Participation

Road Shows cluster

approach

Public Participation

Road Shows cluster

approach

Public Participation

Road Shows

cluster approach

03 September -

08 September

2017

Mayor and

Council

IDP/BUDGET/P

MS Managers to

provide inputs

(championed by

Municipal

Manager

R350 000

7. Adoption of the Final

IDP Process Plan

28 September

2017

IDP Manager/

Municipal

Manager

Council

Nil in-house

8. IDP/BUDGET/PMS

Technical Committee

Meeting to discuss

Draft Process Plan

IDP/BUDGET/PMS

Technical Committee

Meeting to discuss

Draft Process Plan

IDP/BUDGET/PM

S Technical

Committee

Meeting to discuss

Draft Process Plan

02 October 2017 IDP/BUDGET/P

MS Technical

Committee

9. Advertisement of

Adopted 2018/2019

IDP Process plan

04 October 2017 IDP Manager


10. Ilembe Framework

plan to be

consulted for

activities

Review of national

policies and budget

plans and potential

price increases of bulk

resources with function

and department

officials.

MFMA s 35, 36, 42;

MTBPS

September 2017 Budget

Manager/Chief

Financial Officer

11. Submit the Final IDP

Process Plan to

Cogta.

29 September

2017

IDP

Manager/PMS

Manager

Nil in-house

12. IDP Representative

forum

IDP Representative

forum

IDP

Representative

forum

20 September

2017

INITIATE THE BUDGET PROCESS

13. Propose tariffs increase

for 2018/2019

Review of national

policies and budget

plans and potential

price of bulk resources

with function and

31 October 2017 Manco


department officials

Submission of budget

request for capital and

operational budget for

2018/2019

14. The review and draft

initial changes to the

IDP and Municipal

Budget

MSA s 34

The review and draft

initial changes to the

IDP and Municipal

Budget

MSA s 34

November 2017

Chief Financial

Officer/Budget/I

DP Manager

Nil in-house

15.

(Strategies/Vision/Mi

ssion/PMS alignment

(Strategies/Vision/Missi

on/PMS alignment

(Strategies/Vision/

Mission/PMS

alignment

16 November

2017

IDP/BUDGET/P

MS Managers

(Municipal

Manager to

Champion)

R


Forum Meeting to

discuss strategies

IDP Representative

Forum Meeting to

discuss strategies

IDP

Representative

Forum Meeting to

discuss strategies

30 November

2017

Council and

Municipal

Manager

R 10-000

17. Develop project

operational plans

and set targets for

the next financial

13-15 December

2016

Respective

Business

Strategic Units

Nil


year.

18. Prepare proposed

budget plans for the

next financial year

taking into account

previous year’s

performance as per the

audited FS

Budget steering

committee

20 December

2017

Manco

Mid-year Budget Assessment

19. Assess performance of

the municipality during

the first half of the year

for 2018/19

MANCO

Manager Budget

Council

16 January 2018

20. Budget steering 20 January 2018


committee

21. IDP / Budget Workshop

for councillors and

ward committees

IDP / Budget Workshop

for councillors and

ward committees

17 January 2018

22. Submission of mid-year

assessment to NT and

PT and publication of

mid-year budget and

performance in the

municipal website

25 January 2018

23. Mid- year budget and

performance

assessment

January 2018

24. Sector Department

Alignment Workshop

Dates to be

received from

COGTA as per

IDP 2018/19

Management

Plan

IDP Manager

PHASE 4: PRIORITISATION AND DRAFTING OF IDP

25. IDP/BUDGET/PMS

Technical Meeting

Report on Midyear

guided by s72 MFMA

Develop KPIs,

targets etc. and

align with draft

budget estimates

January 2018

IDP/BUDGET/P

MS Technical

Meeting


26. Finalisation and

Registration of new

Sector Funded

Projects into IDP

CONTINUOUS IDP Manager

27. Revise an approved

annual budget through

an adjustment budget

by receiving input from

departments

January 2018 Budget

Manager/CFO

28. Finalisation and

Registration of new

Sector Funded

Projects into IDP

CONTINUOUS IDP Manager

29. Review of Situational

Analysis

CONTINUOUS

IDP Manager


FIRST DRAFT BUDGET FOR 2018/19 MTREF

30. Revised proposed

national and Provincial

allocations to the

municipality for

incorporation into the

draft budget for tabling

Budget technical

committee to review

three year capital

budget and operating

31 January 2018 Manco

31. Review of Situational

Analysis

CONTINUOUS IDP Manager Review of

Situational

Analysis

32. Finalize and submit to the

Mayor proposed budget

and plans for next three

year budget taking into

account the recent mid-

year review and any

corrective measures

proposed as part of the

oversight report for

previous years audited

AFS and AR

28 February 2018


Phase 5: Assessment Feedback on the Draft IDP

33. IDP/BUDGET/PMS

Technical

Committee: Obtain

inputs on the First

Draft IDP and

Budget

Prepare for REP

Forum

Present DORA

Allocation

Present Draft Budget.

Review bulk price

resources.

05 March 2018 IDP Manager Nil


Forum meeting to

discuss 1st Draft IDP

and Budget

IDP Representative

Forum meeting to

discuss 1st Draft IDP

and Budget

IDP

Representative

Forum meeting to

discuss 1st Draft

IDP and Budget

07 March 2018 Mayor and the

Council

R 10 000

(advertising,

catering and

sound)

35. Tabling of 1st Draft

IDP and Budget

2018/2019 to EXCO

08 March 2018 IDP/BUDGET

Managers

-

36. Budget Steering Committee Presentation of IDP aligned to Budget

Draft Budget 2018/19

15 March 2018

Mayor

Municipal

Manager

Budget Office


MTREF tabled to Council

Publishing Draft tabled budget, plans and proposed revisions to IDP, invite local community comments and submit to NT & PT

Review any changes in prices for bulk resources

Budget and Benchmark

Assessment by Provincial

Treasury

1-26 April 2018

31 March 2018

April 2018

37. IDP/BUDGET/PMS

Community Outreach

IDP/BUDGET/PMS

Community Outreach

IDP/BUDGET/PM

S Community

Outreach

1 -17 April 2018 Mayor and

Council

IDP/BUDGET/P

MS Managers to

provide inputs

(championed by

Municipal

Manager

R350 000


38. Tabling of 1st Draft

IDP and Budget to

Council

Tabling of 1st Draft IDP

and Budget to Council

Tabling of 1st Draft

IDP and Budget to

Council

Council Adopts

Oversight Report

29 March 2018 Council Nil

39.

40. Advertise Draft IDP/

Budget and PMS for

public Comments

Advertise Draft IDP/

Budget and PMS for

public Comments

Advertise Draft

IDP/ Budget and

PMS for public

Comments

29- March 04-

April 2018

IDP Manager R 5000

(Stager and

or

Isolezwe)

41. Align IDP/Budget

with Provincial and

National Priorities

Align IDP/Budget with

Provincial and National

Priorities

Align IDP/Budget

with Provincial and

National Priorities

April 2018 IDP/BUDGET/P

MS Managers

Nil

42. Consultation with National and Provincial Treasury and finalize sector plans

Revising budget documentation in accordance with consultative processes

Budget Steering

Committee feedback after

Consultation

1st Week May 2018

-

43. Tabling of Final

Reviewed

Tabling of Final

Reviewed

10 May 2018 -


IDP/BUDGET/PMS

to EXCO

IDP/BUDGET/PMS to

EXCO

44. Council approve final

IDP/ Budget and

PMS

Approval of Annual

Budget

Public hearings on the budget, and Council Debate. Council considers views of the local community, NT & PT and other organs of state and municipalities.

Preparing the final budget documentation for approval at least 30 days before the start of the budget year, taking into account consultative processes and any other new information of a material nature

Council must approve

annual budget by

resolution, setting taxes &

tariffs, approving changes

to IDP and Budget related

policies, approving

measurable performance

31 May 2018

Council

Mayor

Municipal

Manager

Budget Office

Council

Mayor

-


objectives for revenue by

source and expenditure

by vote before start of the

budget year

45. Submit Adopted IDP

and Budget to MEC

for COGTA

Submit Adopted IDP

and Budget to Treasury

08 June 2018 Municipal

Manager

Budget Office

46. Advertise the

adopted IDP and

Budget 10 Days after

Adoption

Publication of Annual

Budget

Submission of Approved budget to NT & PT in both printed and electronic format

Publishing the approved budget on the municipal website

Promulgation of by laws

Budget and benchmark

Assessment by Provincial

Treasury

31 May – 08 June

2018 Municipal

Manager

Budget Office

R8000(

Stanger

weekly)

TOTAL R 731 000**


8.2 COST ESTIMATES The municipality has estimated a cost of R 731 000** that will be incurred for the IDP Review Process as our 2018/2019 IDP will be done in-house. Figure 4: Estimated Budget

Phases and Activities Estimated Budget

information gathering ( Situational Analysis/ Public Participation or outreach programmes)

R 360 000

First Draft Budget 2018/2019 -

Mid-year Assessment 8000

Prioritisation and Drafting of the IDP -

Assessment Feedback on the IDP 363 000

Total R731 000

integrated development plan/budget and ......integrated development plan/budget and performance...

Documents